RESOLUTE FINANCIAL, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 1,083 filers reported holding SPDR SERIES TRUST in Q1 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
RESOLUTE FINANCIAL, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2022$267,421
-26.7%
2,137
-34.7%
0.23%
-34.4%
Q3 2022$365,000
-9.0%
3,275
-3.0%
0.35%
-0.6%
Q2 2022$401,000
+3.6%
3,375
+11.6%
0.35%
+10.5%
Q1 2022$387,000
-0.5%
3,024
+0.5%
0.32%
+8.2%
Q4 2021$389,0003,0090.29%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2023
NameSharesValueWeighting ↓
Joel Isaacson & Co., LLC 2,370,763$272,661,40218.66%
Hyperion Partners, LLC 161,759$18,603,87616.06%
Legacy Financial Group LLC 400,701$46,084,669,00010.84%
O'Dell Group, LLC 290,042$33,357,75010.16%
Elk River Wealth Management, LLC 393,857$45,297,47310.02%
MARINO, STRAM & ASSOCIATES LLC 271,112$31,180,5359.13%
Jackson, Grant Investment Advisers, Inc. 162,012$18,632,9668.98%
Wolff Financial Management LLC 208,129$23,9378.17%
Hubbell Strickland Wealth Management, LLC 113,763$13,083,8977.84%
PETERSON WEALTH MANAGEMENT 78,908$9,075,2377.47%
View complete list of SPDR SERIES TRUST shareholders